Investment Advice in East Sussex

Helping You Make the Most of Your Money

Investing isn’t just for the super wealthy. Whether you're saving for retirement, looking to grow a lump sum, or want to make your money work harder, I offer clear, independent investment advice in plain English.

Investment Planning Built Around You

No jargon. No cookie-cutter portfolios. I offer:

  • ISA and general investment account advice

  • Investment bonds and tax-efficient options

  • Risk-appropriate strategies for long-term growth

  • Advice for over 50s or those approaching retirement

  • Portfolio reviews and rebalancing

Why Clients Invest

  • You’ve built up savings and want them to work harder

  • You’ve inherited money or sold a property

  • You want to reduce Inheritance Tax or support your family

  • You're planning for retirement income

  • You want to grow wealth with a safety-first approach